See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,846 | $106,515-50.4% | $96,683-45.3% | $139,434-62.1% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 12.27% | 38.43%-26.2pp | 35.69%-23.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,864 | $4,103-30.2% | $3,737-23.4% | $4,751-39.7% |
| Participant deferral / active EE | $8,942 | $5,454+64.0% | $4,878+83.3% | $6,710+33.3% |
| Admin fee / account holder | $16,857 | $7,877+114.0% | $6,730+150.5% | $11,403+47.8% |